Strategy Inc (MSTR) — Institutional Holders, Q2 2026 (page 7)
921 institutional investment managers reported a MSTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $22.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSTR 13F holders ranked 601–700 of 921
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Waterloo Capital, L.P.#601 · 3,202 sh | 3,202 | $278.8K | 0.02% | +94.9% |
| 602 | Cornerstone Wealth Management#602 · 3,153 sh | 3,153 | $274.1K | 0.01% | +8.4% |
| 603 | Seelaus Asset Management#603 · 3,110 sh | 3,110 | $270.4K | — | -6.7% |
| 604 | Mount Yale Investment Advisors#604 · 3,109 sh | 3,109 | $270.3K | <0.01% | +73.2% |
| 605 | Weaver Consulting Group#605 · 3,105 sh | 3,105 | $269.9K | — | New |
| 606 | Independent Family Office#606 · 3,100 sh | 3,100 | $269.5K | 0.11% | -24.4% |
| 607 | HB Wealth Management#607 · 3,093 sh | 3,093 | $268.9K | — | -36.5% |
| 608 | Krilogy Financial#608 · 3,082 sh | 3,082 | $267.9K | — | +9.0% |
| 609 | Cornerstone Advisory#609 · 3,080 sh | 3,080 | $267.7K | 0.02% | New |
| 610 | Freestone Grove Partners#610 · 3,069 sh | 3,069 | $266.8K | <0.01% | New |
| 611 | Parallel Advisors#611 · 3,076 sh | 3,076 | $266.6K | <0.01% | -13.3% |
| 612 | Mutual Advisors#612 · 3,037 sh | 3,037 | $264.0K | <0.01% | -1.0% |
| 613 | Keebeck Wealth Management#613 · 3,033 sh | 3,033 | $263.7K | 0.03% | -17.2% |
| 614 | UNITED CAPITAL FINANCIAL ADVISORS#614 · 3,027 sh | 3,027 | $263.1K | <0.01% | -20.5% |
| 615 | RED REEF ADVISORS#615 · 3,025 sh | 3,025 | $263.0K | 0.24% | -2.3% |
| 616 | Key Client Fiduciary Advisors#616 · 3,022 sh | 3,022 | $262.7K | — | +37.9% |
| 617 | CIGNA INVESTMENTS#617 · 3,021 sh | 3,021 | $262.0K | — | +3.9% |
| 618 | Blue Sky Capital Consultants Group#618 · 3,009 sh | 3,009 | $261.6K | — | -84.5% |
| 619 | Sava Infond d.o.o.#619 · 3,000 sh | 3,000 | $260.8K | 0.02% | +11.1% |
| 620 | REYL & Cie S.A.#620 · 2,080 sh | 2,080 | $260.3K | 0.30% | — |
| 621 | Quotient Wealth Partners#621 · 2,994 sh | 2,994 | $260.2K | <0.01% | +4.4% |
| 622 | Garden State Investment Advisory Services#622 · 2,952 sh | 2,952 | $256.6K | 0.05% | 0.0% |
| 623 | MONOGRAPH WEALTH ADVISORS#623 · 2,936 sh | 2,936 | $255.3K | 0.02% | 0.0% |
| 624 | MassMutual Private Wealth & , FSB#624 · 2,926 sh | 2,926 | $254.4K | — | +1.1% |
| 625 | National Wealth Management Group#625 · 2,924 sh | 2,924 | $254.2K | — | -80.2% |
| 626 | Soltis Investment Advisors#626 · 2,883 sh | 2,883 | $250.7K | 0.01% | -3.2% |
| 627 | Advisor OS#627 · 2,872 sh | 2,872 | $249.7K | 0.02% | -3.8% |
| 628 | Engineers Gate Manager#628 · 2,840 sh | 2,840 | $246.9K | <0.01% | New |
| 629 | Carroll Advisory Group#629 · 2,840 sh | 2,840 | $246.9K | — | -17.4% |
| 630 | Vestmark Advisory Solutions#630 · 2,824 sh | 2,824 | $245.5K | <0.01% | New |
| 631 | Cyndeo Wealth Partners#631 · 2,823 sh | 2,823 | $245.4K | — | -6.2% |
| 632 | DecisionMap Wealth Management#632 · 2,812 sh | 2,812 | $244.4K | 0.14% | +2.3% |
| 633 | Allegheny Financial Group LTD#633 · 2,800 sh | 2,800 | $243.4K | 0.03% | +0.4% |
| 634 | Prepared Retirement Institute#634 · 2,799 sh | 2,799 | $243.3K | 0.10% | -84.3% |
| 635 | Baader Bank Aktiengesellschaft#635 · 2,790 sh | 2,790 | $242.5K | 0.02% | -49.4% |
| 636 | Centiva Capital#636 · 2,764 sh | 2,764 | $240.3K | <0.01% | -96.5% |
| 637 | Mountain Capital Investment Advisors#637 · 2,759 sh | 2,759 | $239.8K | 0.03% | +21.6% |
| 638 | Aaron Wealth Advisors#638 · 2,741 sh | 2,741 | $238.3K | — | +39.5% |
| 639 | Curran Financial Partners#639 · 2,699 sh | 2,699 | $234.6K | 0.03% | +0.6% |
| 640 | Magnus Financial Group#640 · 2,671 sh | 2,671 | $232.2K | — | 0.0% |
| 641 | PARK AVENUE SECURITIES#641 · 2,664 sh | 2,664 | $232.0K | — | -2.1% |
| 642 | Ulland Investment Advisors#642 · 3,950 sh | 3,950 | $232.0K | — | -3.1% |
| 643 | Trifecta Capital Advisors#643 · 2,661 sh | 2,661 | $231.3K | — | 0.0% |
| 644 | BROWN ADVISORY#644 · 2,648 sh | 2,648 | $230.2K | <0.01% | +24.4% |
| 645 | Canal Capital Management#645 · 2,634 sh | 2,634 | $229.0K | 0.03% | -0.7% |
| 646 | Traynor Capital Management#646 · 2,620 sh | 2,620 | $227.7K | 0.01% | +22.3% |
| 647 | PENNSYLVANIA CAPITAL MANAGEMENT#647 · 2,607 sh | 2,607 | $226.6K | 0.06% | -0.2% |
| 648 | Laird Norton Wetherby Company#648 · 2,603 sh | 2,603 | $226.3K | <0.01% | -30.0% |
| 649 | Wick Capital Partners#649 · 2,596 sh | 2,596 | $225.7K | 0.03% | +8.8% |
| 650 | Crossmark Global#650 · 2,594 sh | 2,594 | $225.5K | — | -1.6% |
| 651 | Avantax Planning Partners#651 · 2,591 sh | 2,591 | $225.2K | <0.01% | -50.6% |
| 652 | AssuredPartners Investment Advisors#652 · 2,590 sh | 2,590 | $225.2K | 0.02% | +11.3% |
| 653 | ROTHSCHILD INVESTMENT#653 · 2,581 sh | 2,581 | $224.4K | <0.01% | +0.9% |
| 654 | PANORAMIC INVESTMENT ADVISORS#654 · 2,573 sh | 2,573 | $223.7K | 0.11% | New |
| 655 | Investment Partners Asset Management#655 · 2,572 sh | 2,572 | $223.6K | — | +0.4% |
| 656 | Alliance Wealth Advisors#656 · 3,735 sh | 3,735 | $219.7K | — | New |
| 657 | CAXTON ASSOCIATES LLP#657 · 2,523 sh | 2,523 | $219.3K | <0.01% | New |
| 658 | Frec Markets#658 · 2,505 sh | 2,505 | $217.8K | 0.02% | +20.0% |
| 659 | EVERGREEN CAPITAL MANAGEMENT#659 · 2,500 sh | 2,500 | $217.3K | — | -41.2% |
| 660 | Intrua Financial#660 · 8,619 sh | 8,619 | $216.8K | 0.02% | +0.4% |
| 661 | PRIVATE NA#661 · 5,051 sh | 5,051 | $216.7K | — | +11.6% |
| 662 | PRIMORIS WEALTH ADVISORS#662 · 2,492 sh | 2,492 | $216.6K | 0.10% | 0.0% |
| 663 | RAHLFS CAPITAL#663 · 2,485 sh | 2,485 | $216.0K | — | 0.0% |
| 664 | Daviman Financial#664 · 2,437 sh | 2,437 | $211.8K | 0.12% | 0.0% |
| 665 | Callan Family Office#665 · 2,424 sh | 2,424 | $210.7K | <0.01% | -10.8% |
| 666 | Bulltick Wealth Management#666 · 2,417 sh | 2,417 | $210.1K | 0.04% | +9.2% |
| 667 | GSA CAPITAL PARTNERS LLP#667 · 2,412 sh | 2,412 | $210.0K | 0.01% | New |
| 668 | Wedmont Private Capital#668 · 2,194 sh | 2,194 | $207.7K | — | -53.8% |
| 669 | IAG Wealth Partners#669 · 2,388 sh | 2,388 | $207.6K | 0.02% | +64.2% |
| 670 | Diligent Investors#670 · 2,385 sh | 2,385 | $207.3K | — | +2.1% |
| 671 | Virtus Fixed Income Advisers#671 · 102,780 sh | 102,780 | $207.3K | 0.13% | New |
| 672 | WESTPAC BANKING#672 · 2,377 sh | 2,377 | $206.6K | 0.01% | +262.3% |
| 673 | Prime Capital Investment Advisors#673 · 2,365 sh | 2,365 | $205.6K | — | -16.8% |
| 674 | BRIGHTON JONES#674 · 2,351 sh | 2,351 | $204.4K | <0.01% | +5.2% |
| 675 | Kera Capital Partners#675 · 2,343 sh | 2,343 | $203.7K | 0.02% | +6.3% |
| 676 | BridgePort Financial Solutions#676 · 2,330 sh | 2,330 | $202.5K | 0.05% | 0.0% |
| 677 | REGIONS FINANCIAL#677 · 2,329 sh | 2,329 | $202.5K | <0.01% | -83.9% |
| 678 | CX Institutional#678 · 2,316 sh | 2,316 | $201.0K | — | +79.3% |
| 679 | Quarry#679 · 2,302 sh | 2,302 | $200.1K | 0.02% | New |
| 680 | OSTRUM ASSET MANAGEMENT#680 · 2,262 sh | 2,262 | $196.6K | <0.01% | 0.0% |
| 681 | ALLIANZ SE#681 · 2,261 sh | 2,261 | $196.5K | <0.01% | 0.0% |
| 682 | E Fund Management (Hong Kong) , Ltd.#682 · 2,147 sh | 2,147 | $186.6K | 0.06% | +13.8% |
| 683 | Avanza Fonder AB#683 · 2,122 sh | 2,122 | $184.5K | — | 0.0% |
| 684 | ODDO BHF ASSET MANAGEMENT SAS#684 · 175 sh | 175 | $178.9K | <0.01% | New |
| 685 | TSFG#685 · 2,028 sh | 2,028 | $176.0K | — | -15.3% |
| 686 | Close Asset Management Ltd#686 · 1,937 sh | 1,937 | $168.0K | <0.01% | -40.8% |
| 687 | 683 Capital Management#687 · 1,900 sh | 1,900 | $165.2K | <0.01% | New |
| 688 | Purpose Unlimited#688 · 1,885 sh | 1,885 | $164.1K | <0.01% | -31.4% |
| 689 | Penserra Capital Management#689 · 1,887 sh | 1,887 | $164.0K | <0.01% | +27.7% |
| 690 | Clearstead Advisors#690 · 1,886 sh | 1,886 | $164.0K | <0.01% | +2.6% |
| 691 | Smartleaf Asset Management#691 · 1,721 sh | 1,721 | $159.6K | <0.01% | 0.0% |
| 692 | Livforsakringsbolaget Skandia, Omsesidigt#692 · 1,700 sh | 1,700 | $147.8K | — | 0.0% |
| 693 | Operose Advisors#693 · 1,661 sh | 1,661 | $144.4K | 0.03% | New |
| 694 | MB, LEVIS & ASSOCIATES#694 · 1,600 sh | 1,600 | $139.1K | — | 0.0% |
| 695 | HOLLENCREST SECURITIES#695 · 1,582 sh | 1,582 | $137.5K | <0.01% | +0.5% |
| 696 | Miller Capital Partners#696 · 1,555 sh | 1,555 | $135.2K | 0.05% | -8.3% |
| 697 | MCGUIRE CAPITAL ADVISORS#697 · 1,524 sh | 1,524 | $131.9K | 0.07% | -9.3% |
| 698 | Financial Perspectives#698 · 1,472 sh | 1,472 | $128.0K | 0.03% | +172.1% |
| 699 | GAMMA Investing#699 · 1,402 sh | 1,402 | $121.9K | — | -23.4% |
| 700 | Aventura Private Wealth#700 · 1,394 sh | 1,394 | $121.2K | 0.04% | -8.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.